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The Microsoft Dynamics CRM 2015 release has so many new and exciting features and
enhancements. There are such a multitude of great additions that we have been struggling
to pick our favorites. We did our best to keep the list to only 10 features but
as you read on, you’ll be able to see there were just too many to choose from!
1. CRM Online Administration Experience. CRM Online markets available
are expanding. System Administrators can self-provision instances from O365 and
choose from 60 different markets
2. Enhanced Business Processes. Have you ever wished that you could
build branching logic into your Business Process Flows? CRM 2015 allows you to create
branching rules and the ability to combine multiple conditions within a rule. Think
of the possibilities!
3. Enhanced Mobile Sales. Remember the last time you were in a meeting
with a client and unable to add details directly into CRM with your mobile device
because you did not have access to their wireless network? CRM 2015 will allow users
to create drafts offline that can easily be synchronized when the user is back online.
Additionally, all dashboards can now be enabled for a tablet.
4. Enhanced Business Rules. No need to create multiple business rules
for one logic string. Business rules can now contain If/Then logic and the ability
to combine expressions using and/Or.
5. Search. You can now search in Dynamics CRM 2015 across different
record types or configure specific fields on your preferred entities. Simply enter
your search criteria in the general navigation search bar and let CRM do the searching
for you.
6. Security Enhancements. Allow managers to access records for their
direct reports based on Hierarchy across the organization. As a system administrator,
this is going to be a huge time saver!
7. Outlook and Sync Enhancements. Additional phone and address fields
are available for field level syncing. Another fabulous perk is that end users can
add information to a contact note and prevent it from being shared with CRM. Fields
that are synced will be flagged so there is no need to guess which fields will be
visible in CRM.
8. Sales Product Taxonomy. Have you ever wanted CRM to provide product
suggestions? This will now be possible by setting up product hierarchies, creating
bundles, product properties and defining product relationships.
9. SLA Enhancements. There is now a specific tab within System Settings
for Service. CRM 2015 allows SLAs to be paused based upon the Status Reason. Previously
created SLAs will be considered standard SLAs and all new SLAs created in CRM 2015
will be considered Enhanced. All Enhanced SLA will be eligible to use this feature.
10. Fields: Calculated and Rollup with work in harmony with CRM 2015.
You will now have the ability to create more complex field calculations that can
run based upon a scheduled job and compliments business rules with real time integration.
These fields can now be added to Reports, Charts, Views and Forms. A calculator
icon is visible next to fields for which this functionality has been applied.
11. Hierarchy Visualization.This is really a Good one to Leverage
record relationships, calculated and roll-up fields to easily visualize up to four
different data fields.
